Old North State Wealth Management, LLC's ownership history for SCHD

Old North State Wealth Management, LLC currently holds 13.9K shares with a market value of $426.0K. It started holding SCHD on 2021-12-31. At its peak, it held 13.9K shares on 2025-12-31. Its highest holding value was $426.0K on 2026-03-31. At its lowest, it held 4.1K shares on 2023-03-31, with a value of $296.8K on 2023-09-30. In the recent 180 days, Old North State Wealth Management, LLC has increased its shares by 254. In the recent year, Old North State Wealth Management, LLC has increased its shares by 614.